See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,058 | $102,317+4.6% | $146,958-27.2% | $80,856+32.4% |
| Participation rate | 60.3% | 75.8%-15.5pp | 82.2%-21.8pp | 67.6%-7.3pp |
| Annual return | 15.15% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,560 | $3,713-31.1% | $4,933-48.1% | $2,755-7.1% |
| Participant deferral / active EE | $5,980 | $6,644-10.0% | $8,070-25.9% | $4,296+39.2% |
| Admin fee / account holder | $21,459 | $7,941+170.2% | $12,998+65.1% | $6,918+210.2% |